DSUM News and Press, Invesco Chinese Yuan Dim Sum Bond

The need to rebalance China’s economic growth China’s GDP growth last year (6.6%) was the lowest in the last two decades. In its World Economic Prospects update in January, the IMF maintained China’s annual growth rates forecast for 2019-2020 at 6.2%. Such rates corr...

The Fed put did it again. Thanks to the Fed's easy stance on rate tightening and backing off from withdrawing liquidity (i.e., quantitative tightening), markets world over have been put in a good place (at least for now) after dislocating badly in December. That said, from all accounts the rec...

Highlights from the February report China’s US$12 trillion bond market is projected to double in size in the next four years to about US$24 trillion, according to Goldman Sachs. Chinese Government Bonds (CGBs) are forecast to account for an estimated US$4 trillion of that market b...

Here's some of the standout economic and markets charts on my radar (originally posted on LinkedIn ). I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities across asset classes. Hope you enjoy! 1. U.S. Economic Optimism: He...

The 2008 financial crisis hit China hard, as it did everyone else. Not every country responded like China did, though. Most couldn’t do what China did because they lacked either financial resources or political ability. China had both. And so it launched a stimulus program of mind-...

China is hoping a meeting between President Donald Trump and Chinese leader Xi Jinping will settle the trade dispute between the world's two largest economies, the Wall Street Journal reports. More news on: WisdomTree Chinese Yuan ETF, Market Vectors Chinese Renminbi/USD ETN, Invesco C...

There’s no end in sight to the trade war between the US and China. Beijing has many tricks up its sleeve. But China’s labor market has its own dynamic. The first signs of Chinese economic weakness are showing up. A Deteriorating Job Market From my friends at Gavekal Drag...

Recent data out of China showed that industrial profits, a key indicator, dropped 1.9% year over year, marking the lowest reading since the 2015-2016 global industrial recession. While the 2015-2016 time period, specifically in the United States, was not classified as a 'recession', there ...

China added gold to its foreign reserves last month for the first time in two years, Nikkei reports, amid continuing cutbacks in its holdings of U.S. Treasurys. More news on: SPDR Gold Trust ETF, iShares Gold Trust ETF, Sprott Physical Gold Trust, Global news and forex, Commodities news,...

The European Central Bank ((ECB)) has ended four years of quantitative easing. For four years, the ECB has been increasing its portfolio of government bonds. Starting this month, this is no longer the case. The activity of the ECB over this four-year period has been significant, impacting ...